MPWT
XP icon

MassMutual Private Wealth & Trust’s XP XP Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2K Buy
1,120
+22
+2% +$392 ﹤0.01% 1146
2026
Q1 		$20.9K Buy
1,098
+244
+29% +$4.71K ﹤0.01% 1063
2025
Q4 		$14K Buy
854
+22
+3% +$387 ﹤0.01% 1256
2025
Q3 		$15.6K Sell
832
-48
-5% -$861 ﹤0.01% 1222
2025
Q2 		$17.8K Sell
880
-347
-28% -$6K ﹤0.01% 1151
2025
Q1 		$16.9K Buy
1,227
+1,216
+11,055% +$16.7K ﹤0.01% 1098
2024
Q4 		$130 Sell
11
-39
-78% -$614 ﹤0.01% 2274
2024
Q3 		$897 Buy
50
+37
+285% +$675 ﹤0.01% 1883
2024
Q2 		$229 Sell
13
-16
-55% -$331 ﹤0.01% 2061
2024
Q1 		$744 Buy
29
+8
+38% +$201 ﹤0.01% 1773
2023
Q4 		$547 Sell
21
-145
-87% -$3.31K ﹤0.01% 1800
2023
Q3 		$3.83K Buy
+166
New +$4.16K ﹤0.01% 1331

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

MassMutual Private Wealth & Trust's XP Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its XP (XP) stake by 2% in Q2 2026, buying an estimated $392 and bringing the position to 1,120 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

MassMutual Private Wealth & Trust first reported a position in XP in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.9K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,120 shares of XP worth $18.2K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 22 XP shares in Q2 2026, an estimated $392.
  • XP made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1146 holding.
  • MassMutual Private Wealth & Trust first reported a position in XP in Q3 2023 and has held it in 12 quarters since.
  • MassMutual Private Wealth & Trust's XP position peaked at $20.9K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.